SoCast Reach: Articles For Sales Managers / Sales Management
SoCast Reach Sales Management: Adding A Cover Page To Delivery Reports
This process is usually done by the sales manager. As a Sales Manager role, you have the ability to add a cover page to delivery reports. This appears as the cover page for printed/downloaded versions of the report. Once you're in the delivery ...
SoCast Reach Sales Management: Customizing The Proposal Template
This process is usually done by the sales manager. As a Sales Manager role, you have the ability to configure the proposal template Once you're in the proposal stage / tab click the 'generate proposal' button on the right. This will display the ...
SoCast Reach Sales Management: Managing Markets
This process is usually done by the sales manager. As a Sales Manager role, you have the ability to configure and manage markets. This setting can be found under: Admin > Accounts > Markets Click 'Add New' to create a market or click the pencil icon ...
SoCast Reach Sales Management: Assigning Campaign Managers To Channels
This process is usually done by the sales manager. As a Sales Manager role, you have the ability to configure specific Campaign Managers to specific channels / products. This setting can be found under: Advertising Campaigns > Campaign Settings > ...
SoCast Reach Sales Management: Managing Objectives & Channels / Products
This process is usually done by the sales manager. As a Sales Manager role, you have the ability to configure the list of products and objectives for ALL campaigns. This setting can be found under: Advertising Campaigns > Campaign Settings > Products ...